Adam Frano
Adam Frano @jazzy128

Performance
All

16.24%2026
2026
23.84%2025
2025
18.75%2024
2024
22.56%2023
2023
-33.83%2022
2022
-6.38%2021
2021
56.30%2020
2020
56.3%0%-56.3%
Discussions
Adam Frano
Adam Frano
Austria
3d
$ACN (Accenture Plc): ๐“๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ฉ๐ซ๐ข๐œ๐ž๐ ๐ข๐ง ๐ญ๐ก๐ž ๐ž๐ง๐ ๐จ๐Ÿ ๐œ๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐ข๐ง๐  ๐Ÿ“ˆ On 22.06.2026 I bought $ACN. Today the position is up +63%. On Thursday the stock jumped 22% in a single session, the best day in its history, after the company reported fiscal Q4 numbers. So, was... Show More
Adam Frano
Adam Frano
Austria
26d
๐“๐‡๐„ ๐๐Ž๐๐ƒ ๐Œ๐€๐‘๐Š๐„๐“ ๐ˆ๐’ ๐‚๐€๐‹๐‹๐ˆ๐๐† ๐“๐‡๐„ ๐’๐‡๐Ž๐“๐’ Hi everyone, While most people are watching stocks, the real story this month is happening in the bond market, and it is starting to spill over into everything else. ๐–๐ก๐ฒ ๐ฒ๐ข๐ž๐ฅ๐๐ฌ ๐š๐ซ๐ž ๐ฌ๐ฎ๐ซ๐ ๐ข๐ง๐  The 10-year US Treasury... Show More
Adam Frano
Adam Frano
closed a $CRWD buy position
Austria
1mo
$CRWD (Crowdstrike Holdings) has had a fantastic run, and the stock climbed so fast that valuation got ahead of the business. We closed part of my position at a profit of +119.95%. We are not walking away from the company. Our other position is approaching a return of 700%, and that one stays, for the... Show More
CRWD
Crowdstrike Holdings
79.89%
Trade Story
Adam Frano
Adam Frano
Austria
2mo
๐‹๐ž๐š๐ซ๐ง๐ข๐ง๐  ๐Ÿ๐ซ๐จ๐ฆ ๐๐š๐ฌ๐ญ ๐Œ๐ข๐ฌ๐ญ๐š๐ค๐ž๐ฌ History doesn't repeat itself, but it often rhymes. That quote has been playing on loop in my head recently as AI stocks have been ripping through the sky while software stocks were cast down to the valley of the dead. I saw a lot of this same... Show More
Adam Frano
Adam Frano
Austria
3mo
๐Œ๐ž๐ญ๐š'๐ฌ ๐‚๐ฅ๐จ๐ฎ๐ ๐๐ข๐ฏ๐จ๐ญ: ๐€ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง-๐ƒ๐จ๐ฅ๐ฅ๐š๐ซ ๐ƒ๐ข๐ฌ๐ญ๐ซ๐š๐œ๐ญ๐ข๐จ๐ง Mark Zuckerberg has always been a founder who doesn't fear placing huge bets. From the mobile pivot to the multi-billion-dollar metaverse gamble, Meta's strategy has relied on brute-force capital and... Show More
Adam Frano
Adam Frano
Austria
3mo
๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐๐จ๐ฐ: ๐…๐ซ๐จ๐ฆ ๐’๐š๐š๐’๐ฉ๐จ๐œ๐š๐ฅ๐ฒ๐ฉ๐ฌ๐ž ๐ญ๐จ ๐€๐ˆ ๐‘๐ž๐ง๐š๐ข๐ฌ๐ฌ๐š๐ง๐œ๐ž The SaaSpocalypse hit $NOW (ServiceNow Inc) hard, with its stock down 30% YTD as investors feared AI agents would render traditional SaaS obsolete. But here's the twist: ServiceNow is turning that fear into... Show More
Adam Frano
Adam Frano
Austria
4mo
Edited
๐Œ๐ข๐œ๐ซ๐จ๐ง: ๐‘๐ข๐๐ข๐ง๐  ๐ญ๐ก๐ž ๐Œ๐ž๐ฆ๐จ๐ซ๐ฒ ๐’๐ฎ๐ฉ๐ž๐ซ๐œ๐ฒ๐œ๐ฅ๐ž ๐ญ๐จ ๐Ÿ๐ŸŽ๐ŸŽ๐ŸŽ% ๐†๐š๐ข๐ง๐ฌ I've got to say, today marks a milestone I didn't see coming this quickly. Our position in $MU (Micron Technology, Inc.) just crossed the 1000% mark, and it's all thanks to the memory supercycle... Show More
Adam Frano
Adam Frano
Austria
4mo
๐†๐‘๐€๐: ๐“๐ก๐ž ๐’๐จ๐ฎ๐ญ๐ก๐ž๐š๐ฌ๐ญ ๐€๐ฌ๐ข๐š๐ง ๐’๐ฎ๐ฉ๐ž๐ซ๐š๐ฉ๐ฉ ๐“๐ก๐š๐ญ ๐Š๐ž๐ž๐ฉ๐ฌ ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ข๐ง๐  I've got to say, $GRAB (Grab Holdings Ltd) is one of the most fascinating stories in the tech world right now. Here's a company that's not just dominating ride-hailing in Southeast Asia... Show More
Adam Frano
Adam Frano
Austria
5mo
๐“๐ก๐ž ๐ฎ๐ง๐ข๐ง๐ญ๐ž๐ง๐๐ž๐ ๐ซ๐ข๐ฉ๐ฉ๐ฅ๐ž ๐ž๐Ÿ๐Ÿ๐ž๐œ๐ญ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐’๐š๐š๐’๐ฉ๐จ๐œ๐š๐ฅ๐ฒ๐ฉ๐ฌ๐ž ๐Ÿ“‰ For years, Private Credit was seen as the ultimate yield play. Born out of the post-2008 regulatory crackdown, "Shadow Banks" took over the risky lending that traditional banks couldn't touch.... Show More
Adam Frano
Adam Frano
Austria
6mo
๐๐จ๐จ๐ค๐ข๐ง๐  ๐ฏ๐ฌ. ๐€๐ข๐ซ๐›๐ง๐›: ๐ˆ๐ฌ ๐€๐ˆ ๐‘๐ž๐š๐ฅ๐ฅ๐ฒ ๐†๐จ๐ข๐ง๐  ๐ญ๐จ ๐„๐š๐ญ ๐“๐ก๐ž๐ข๐ซ ๐‹๐ฎ๐ง๐œ๐ก? If you have been watching the travel sector lately, you might think we are on the verge of a total collapse. The narrative is simple: why would anyone visit a website when an AI bot can just book... Show More

About Adam Frano
Austria
Strategy: Multi-Strategy

Geographically diversified, low-risk portfolioโ€”tax-efficient, sector-balanced, no CFDs ๐Ÿ“ˆ
Show Full Bio
19 Copiers
4 Followers

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Recently Traded

NU
NU
Openedโ€ข31/08/26, 14:28
โ–ด9.73%
P/L
CRWD
CRWD
Closedโ€ข31/08/26, 13:57
โ–ด119.95%
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ETOR
ETOR
Openedโ€ข11/08/26, 17:52
โ–ด-11.08%
P/L
SOFI
SOFI
Openedโ€ข29/07/26, 13:46
โ–ด3.83%
P/L
GRAB
GRAB
Openedโ€ข28/07/26, 19:23
โ–ด-9.73%
P/L